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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,430 | $118,488-74.3% | $98,462-69.1% | $139,487-78.2% |
| Participation rate | 76.9% | 77.5%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 17.58% | 18.96%-1.4pp | 21.17%-3.6pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,412 | $3,611-60.9% | $3,049-53.7% | $4,755-70.3% |
| Participant deferral / active EE | $1,853 | $5,393-65.6% | $4,738-60.9% | $6,713-72.4% |
| Admin fee / account holder | $93 | $13,868-99.3% | $8,875-99.0% | $11,407-99.2% |